Video – Market reinforcing Chill-ax view
In this short video we highlight how the ramp off the October 27th low and recent market action reinforces our view the market may end the year roughly where…
Read MoreVideo – Neutralizing our call for tactical rally
In this short video we discuss neutralizing our positive tactical view highlighted in The stage is set for a rally. Our call since was based on:
Read MoreNovember Macro Slide Deck
Coming into last week, The stage was set for a rally as the equity markets were in an extreme oversold condition, and we had three catalysts for a significant…
Read MoreThe stage is set for a rally
As discussed in Expect rates to stay "Higher for shorter", the rise in U.S. Treasury (UST) rates caused by the historic supply/demand imbalance that began with the U.S. Treasury…
Read MoreExpect rates to stay “Higher for shorter”
We have talked a lot about two themes this year that have played out and may set thestage for a drop in U.S. Treasury (UST) Yields:
Read MoreUpdate on indicators and view given recent weakness.
Our four key tactical indicators are mixed to oversold.
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